Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wegner is a financial advisor with over 35 years of experience in the industry. Michael currently works with Cetera Investment Advisers LLC and Lifestyle Asset Management, Inc. Michael holds Series 6, 7, 26, 63, 99TO, and SIE licenses. Michael’s specialties include financial planning, pension consulting, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
11/12/2020 - Present
Cetera Investment Advisers LLC (FRIENDSWOOD TX)
TX
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Texas CIty TX)
TX
04/03/1995 - 05/30/2008
FFP SECURITIES, INC. (FRIENDSWOOD TX)
AZ
04/08/1994 - 10/20/1997
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
03/23/1994 - 04/15/1994
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
AZ
08/13/1993 - 03/22/1994
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
GA
05/13/1987 - 08/17/1993
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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